Professional Services Perspectives
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Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault Minute.
Chad Clark: Alts Differentiate Your Practice
What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alternative investments to their practice for the first time? Find out in this Blue Vault Minute.
Nontraded REITs Don’t Own Floundering Enclosed Mall Assets
Using Blue Vault’s exclusive database, we looked at the properties held by nontraded REITs as of March 31, 2023, to see if those assets could be categorized as “older, low-end malls”…
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Altigo Integrates with Redtail CRM to Further Streamline Alternative Investment Processing
Altigo Integrates with Redtail CRM to Further Streamline Alternative Investment Processing March 8, 2021 WealthForge announced today that Altigo, their electronic processing...
Blue Vault – Bowman Alts Week 2021 Kicks Off
Blue Vault – Bowman Alts Week 2021 Kicks Off March 9, 2021 | James Sprow | Blue Vault Stacy Chitty, Managing Partner at Blue Vault, welcomed everyone to the second virtual...
JLL Income Property Trust Fully Subscribes DST Offering with St. Paul Apartment Community
JLL Income Property Trust Fully Subscribes DST Offering with St. Paul Apartment Community March 4, 2021 Chicago (March 4, 2021) – JLL Income Property Trust, an...
RPT Realty Announces Formation of New Net Lease Retail Real Estate Platform with Sovereign Wealth Fund GIC, Zimmer and Monarch
RPT Realty Announces Formation of New Net Lease Retail Real Estate Platform with Sovereign Wealth Fund GIC, Zimmer and Monarch • The platform will target the acquisition of...
STR: US Weekly Hotel Occupancy Decreases for First Time Since January
STR: US Weekly Hotel Occupancy Decreases for First Time Since January Oahu Island, Minneapolis Markets Report Lowest Occupancy for Week March 4, 2021 | HNN Newswire |...
Dollar Tree Is Opening a Pandemic Store Format
Dollar Tree Is Opening a Pandemic Store Format March 3, 2021 | Gina Acosta | Progressive Grocer Dollar Tree plans to open hundreds of new “combination stores” as...
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Commercial Property Price Index Inches Higher in July
Commercial Property Price Index Inches Higher in July August 8, 2017 | James Sprow | Blue Vault The Green Street Commercial Property Price Index inched higher in July. Over the past year, the index is little changed, as higher cap rates have offset growing rental...
Inland Residential Buys Montgomery, Alabama Multifamily Property for $36.6 Million
Inland Residential Buys Montgomery, Alabama Multifamily Property for $36.6 Million August 7, 2017 | James Sprow | Blue Vault Inland Residential Properties Trust Inc., a publicly registered non-traded real estate investment trust, purchased Verandas at Mitylene, a...
Should REITs Worry About Section 1031 Repeal?
Should REITs Worry About Section 1031 Repeal? August 4, 2017 | Robert Beard | King and Spalding One of the headline proposals contained in the Republican Party’s “Better Way” blueprint for tax reform was immediate expensing of business investments. Although the...
LPL Seen As Front-Runner To Buy National Planning Holdings’ B-D Network
LPL Seen As Front-Runner To Buy National Planning Holdings’ B-D Network July 30, 2017 | FA-mag.com LPL Financial appears to be the likely winner in the bidding for Jackson National’s 3,500-rep, broker-dealer network, National Planning Holdings (NPH)....
Phillips Edison Acquires Bakersfield Center
Phillips Edison Acquires Bakersfield Center August 2, 2017 | Al Urbanski | ChainStoreAge.com Phillips Edison has acquired another grocery-anchored center, this on in Bakersfield, California. Riverlakes Village is a 92,212-sq.-ft. neighborhood center anchored by...
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